Track your field force in real time
Financial Services
Capitalize on your field operations and turn visits into business
Gain visibility into every field sales visit, from channel supervisors to frontline representatives. Protect your customer base, ensure compliance, and scale your network with governance and control.
.avif)
Financial segments that use Checkmob for control and management
Field operations in financial services — from correspondent networks to direct sales teams.
Financial institutions and banking correspondents (CORBANs)
Accredit, activate, and manage your partner network with end-to-end control and increased origination.
Banks and credit unions
Provide a clear view of the portfolio to sales managers who open new markets and support branches.
Payroll loans
Organize the routine of those handling high visit volumes and keep origination moving at the front end.
Benefit cards and loyalty clubs
Manage retailer accreditation and partner activation, from lead to after-sales.
Consortiums
Monitor representatives and points of sale with visit cadence and regional performance tracking.
Financial franchises
Standardize your network's field operations and provide each franchise with the execution benchmarks defined by headquarters.
Financial Services managers and companies trust Checkmob
Your entire network on the map. Every result on the radar.
Where to act first
Visualize your network concentration on a density map and track the performance of each supervisor and regional manager in the performance module. Compare who covers more ground, who spends more time in the field, and where the opportunities are, without relying on manual reporting.
The portfolio is yours. Not the salesperson's.
In a high-turnover market, when a salesperson leaves, the relationships and data often go with them. With Checkmob, every visit, contact, and history is centralized and under the company's control—the network remains intact, even when the team changes.
Nothing off the radar
See where every supervisor, consultant, or representative is working and, most importantly, where your portfolio is uncovered. The map shows who has and hasn't been visited, allowing you to act before a lack of coverage leads to a drop in origination.
Take your field operations beyond the CRM
Checkmob is the field layer your CRM has been missing: it puts execution in the hands of your field team and gives management real-time visibility into what’s happening on the ground—all integrated with the system you already use, with no extra work.
Channel insights by region and product
See how your network performs by segment and identify where to take action.
Integrate your CRM and other systems
Connect Checkmob to HubSpot, Salesforce, or other tools via API to sync data seamlessly without double handling.
Consistent data entry straight from the field
Validate the contact information, and addresses instantly to ensure your CRM database stays clean.
Your entire channel journey, all in one place
Scripted outreach for new partners
Define the target segment for each region and receive a list of potential partners with optimized visit routes. Give your team the direction they need to open new markets.
Partner onboarding and activation
Structure your prospecting and onboarding of new locations, from lead to activation, using the funnel stages specific to your operation and evidence for each step.
Checklists and proof of each visit
Standardize field tasks and data collection requirements, including mandatory photo capture, geolocation, and digital signatures — providing definitive proof of site visits and work performed.
Account monitoring and reactivation
Define visit cadence per partner and identify who has stopped producing, so you can take action before losing the account.
The security the financial sector demands
Financial operations involve sensitive data, audits, and demanding partner banks. Checkmob was built to operate at this level of rigor—from LGPD compliance to granular control over who accesses each piece of information.
LGPD Compliance and Privacy by Design — data processed and stored in accordance with current legislation, meeting the rigorous standards required by audits and partner banks.
Fraud-proof records — prevents tampering with dates, times, fake GPS locations, and simultaneous check-ins: every visit serves as reliable evidence.
Centralized data under company control — the portfolio and history belong to the institution, with role-based access control defining who can view and export specific information.
Secure and auditable infrastructure — data hosted in data centers with encryption, continuous monitoring, and full traceability for every record.
Your entire channel journey, all in one place
For managers
More control and predictability to scale your network
Portfolio coverage and conversion on the operations map
Performance metrics by user and region
Automated reports by visit outcome
Centralized full visit history
Automated mileage reimbursement
For consultants
More autonomy and less red tape in your daily routine
Smart route planning
Visit scheduling directly in the app
AI agent for visit preparation
Visit logging with voice-to-text
Customer registration directly from the field
Offline-capable app
Frequently Asked Questions
Does Checkmob have a version for Android and iOS?
Yes. The app is native to Android and iOS and works on both phones and tablets. Each user accesses the platform with their own unique login and password.
Does the app work offline?
Yes. The representative can check in, check out, fill out checklists, and register clients even without a connection—common during travel and in areas with unstable signals. When the device reconnects to the internet, everything synchronizes automatically.
Is Checkmob compliant with the LGPD?
Yes. Checkmob follows the guidelines of the General Data Protection Law (LGPD), with information processing and storage in accordance with current legislation and Privacy by Design principles.
Where is the data stored?
Data is stored in secure data centers with encryption, continuous monitoring, and high availability. The infrastructure is designed for information protection and traceability.
How does Checkmob ensure that the visit actually took place?
Each visit includes a geolocated check-in with a configurable radius per point, a photo taken in real-time (with no access to the gallery), and blocks against fake GPS and date/time tampering. In other words: the record is reliable evidence.
Is it possible to integrate Checkmob with HubSpot, Salesforce, and other systems?
Yes. Checkmob has an open API to integrate with the CRM or systems you already use, sending and receiving data. Our team provides the necessary support and documentation for the integration.
When a salesperson leaves the company, what happens to their portfolio?
The portfolio, contacts, and entire history remain centralized and under the company's control—not the salesperson's. When someone leaves, nothing is lost: the network remains, and the next person takes over with the full history at their fingertips.
Can I define what each user sees and does in the system?
Yes. Access is profile-based: you define what each person can view, edit, and export. A salesperson sees only their own portfolio; a regional manager sees their team and region.
